Important COVID-19 Update: We offer free consultations via phone, video, or in-person. Here’s information about our process during this time.
Ok, this probably seems like an odd question to most people. Who wouldn’t want to accept an inheritance? Wouldn’t adding value to the assets you
If you’re thinking about giving a significant gift to your adult child or even a complete stranger, there’s some information you should know first. According
Gifting can affect your MassHealth eligibility (also known as Medicaid) for long-term care. Many Massachusetts residents aged 65 and over find they need MassHealth coverage
Recently, there’s been news about how a new IRS ruling (Revenue Ruling 2023-2) in March 2023 affects the step-up in basis for certain irrevocable trusts.
Having a baby is such an exciting time. There’s so much to think about. Baby-proofing the house, choosing your baby’s health care provider, getting health
There are many benefits of having a trust. When you start doing your estate planning, you need to decide whether a will, a trust, or
At the end of 2022, President Joe Biden signed off on a $1.7 trillion federal spending bill that will also help Americans by funding health,
When a person you love passes away, it’s such an emotional time. Whether it’s something you anticipated or it’s sudden, you quickly become overwhelmed with
There are many common estate planning myths. The issue is that people often cite these false beliefs for reasons why they haven’t done their estate
So, you’re doing some MassHealth planning for the possibility of long-term care and you’re wondering which option would be better for you: a life estate
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Woburn, MA 01801
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